Baltimore-Washington Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-17	Closed	-$358K	–	139
2022 Q1	$358K	Buy	+17	New	+$856	0.03%	115
2021 Q4	–	Sell	-8,730	Closed	-$442K	–	139
2021 Q3	$442K	Buy	+8,730	New	+$443K	0.04%	97
2021 Q1	–	Sell	-8,974	Closed	-$455K	–	125
2020 Q4	$455K	Buy	+8,974	New	+$456K	0.05%	94

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Baltimore-Washington Financial Advisors's JPST Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 17 shares — an estimated $358K sold.

Baltimore-Washington Financial Advisors first reported a position in JPST in Q4 2020 and held it in 3 quarters. The position peaked at $455K in Q4 2020. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Baltimore-Washington Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 17 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $358K.
Baltimore-Washington Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 3 quarters.
Baltimore-Washington Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $455K in Q4 2020.
839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.